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Side-by-side financial comparison of GUESS INC (GES) and Global-E Online Ltd. (GLBE). Click either name above to swap in a different company.
GUESS INC is the larger business by last-quarter revenue ($791.4M vs $625.5M, roughly 1.3× Global-E Online Ltd.). GUESS INC runs the higher net margin — 3.2% vs 0.9%, a 2.3% gap on every dollar of revenue.
Guess?, Inc. is an American clothing company, notable for its black-and-white advertisements. It licenses its brand on other fashion accessories, such as watches, jewelry, perfumes, bags and shoes.
Global-E Online Ltd. operates a leading cross-border e-commerce enablement platform that helps direct-to-consumer brands and retail enterprises expand their international sales reach. It offers end-to-end services including localized checkout, payment processing, customs clearance, logistics coordination, and duty calculation, serving clients across North America, Europe, and the Asia-Pacific region.
GES vs GLBE — Head-to-Head
Income Statement — Q3 FY2026 vs Q3 FY2025
| Metric | ||
|---|---|---|
| Revenue | $791.4M | $625.5M |
| Net Profit | $25.6M | $5.8M |
| Gross Margin | 42.5% | 45.0% |
| Operating Margin | 2.9% | 1.3% |
| Net Margin | 3.2% | 0.9% |
| Revenue YoY | 7.2% | — |
| Net Profit YoY | 209.6% | — |
| EPS (diluted) | $0.48 | — |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $791.4M | — | ||
| Q3 25 | $772.9M | $625.5M | ||
| Q2 25 | $647.8M | $404.8M | ||
| Q1 25 | $932.3M | $189.9M | ||
| Q4 24 | $738.5M | — | ||
| Q3 24 | $732.6M | $489.9M | ||
| Q2 24 | $591.9M | $313.9M | ||
| Q1 24 | $891.0M | $145.9M |
| Q4 25 | $25.6M | — | ||
| Q3 25 | $6.2M | $5.8M | ||
| Q2 25 | $-32.9M | $-7.4M | ||
| Q1 25 | $81.4M | — | ||
| Q4 24 | $-23.4M | — | ||
| Q3 24 | $-10.6M | $-77.1M | ||
| Q2 24 | $13.0M | $-54.5M | ||
| Q1 24 | $115.3M | — |
| Q4 25 | 42.5% | — | ||
| Q3 25 | 42.5% | 45.0% | ||
| Q2 25 | 39.9% | 44.9% | ||
| Q1 25 | 44.1% | 44.3% | ||
| Q4 24 | 43.6% | — | ||
| Q3 24 | 43.7% | 45.1% | ||
| Q2 24 | 41.9% | 44.8% | ||
| Q1 24 | 45.4% | 43.4% |
| Q4 25 | 2.9% | — | ||
| Q3 25 | 2.3% | 1.3% | ||
| Q2 25 | -5.1% | -2.1% | ||
| Q1 25 | 11.1% | -10.1% | ||
| Q4 24 | 5.7% | — | ||
| Q3 24 | 6.5% | -14.9% | ||
| Q2 24 | -3.4% | -16.6% | ||
| Q1 24 | 16.3% | -20.1% |
| Q4 25 | 3.2% | — | ||
| Q3 25 | 0.8% | 0.9% | ||
| Q2 25 | -5.1% | -1.8% | ||
| Q1 25 | 8.7% | — | ||
| Q4 24 | -3.2% | — | ||
| Q3 24 | -1.4% | -15.7% | ||
| Q2 24 | 2.2% | -17.4% | ||
| Q1 24 | 12.9% | — |
| Q4 25 | $0.48 | — | ||
| Q3 25 | $0.12 | — | ||
| Q2 25 | $-0.65 | — | ||
| Q1 25 | $1.29 | — | ||
| Q4 24 | $-0.47 | — | ||
| Q3 24 | $-0.28 | — | ||
| Q2 24 | $0.23 | — | ||
| Q1 24 | $1.90 | — |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | ||
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $154.2M | $251.4M |
| Total DebtLower is stronger | $299.5M | — |
| Stockholders' EquityBook value | $508.5M | $933.0M |
| Total Assets | $3.0B | $1.3B |
| Debt / EquityLower = less leverage | 0.59× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $154.2M | — | ||
| Q3 25 | $189.6M | $251.4M | ||
| Q2 25 | $151.2M | $205.2M | ||
| Q1 25 | $187.7M | $207.7M | ||
| Q4 24 | $140.9M | — | ||
| Q3 24 | $218.9M | $207.3M | ||
| Q2 24 | $241.7M | $229.8M | ||
| Q1 24 | $360.3M | $181.9M |
| Q4 25 | $299.5M | — | ||
| Q3 25 | $258.4M | — | ||
| Q2 25 | $241.7M | — | ||
| Q1 25 | $150.7M | — | ||
| Q4 24 | $238.3M | — | ||
| Q3 24 | $187.8M | — | ||
| Q2 24 | $196.9M | — | ||
| Q1 24 | $28.2M | — |
| Q4 25 | $508.5M | — | ||
| Q3 25 | $487.6M | $933.0M | ||
| Q2 25 | $483.6M | $909.1M | ||
| Q1 25 | $505.0M | $884.3M | ||
| Q4 24 | $450.7M | — | ||
| Q3 24 | $491.2M | $869.4M | ||
| Q2 24 | $565.5M | $878.7M | ||
| Q1 24 | $684.9M | $886.9M |
| Q4 25 | $3.0B | — | ||
| Q3 25 | $3.0B | $1.3B | ||
| Q2 25 | $2.9B | $1.2B | ||
| Q1 25 | $2.8B | $1.2B | ||
| Q4 24 | $2.8B | — | ||
| Q3 24 | $2.8B | $1.2B | ||
| Q2 24 | $2.7B | $1.1B | ||
| Q1 24 | $2.6B | $1.1B |
| Q4 25 | 0.59× | — | ||
| Q3 25 | 0.53× | — | ||
| Q2 25 | 0.50× | — | ||
| Q1 25 | 0.30× | — | ||
| Q4 24 | 0.53× | — | ||
| Q3 24 | 0.38× | — | ||
| Q2 24 | 0.35× | — | ||
| Q1 24 | 0.04× | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | ||
|---|---|---|
| Operating Cash FlowLast quarter | $-39.5M | — |
| Free Cash FlowOCF − Capex | $-56.3M | — |
| FCF MarginFCF / Revenue | -7.1% | — |
| Capex IntensityCapex / Revenue | 2.1% | — |
| Cash ConversionOCF / Net Profit | -1.54× | — |
| TTM Free Cash FlowTrailing 4 quarters | $62.5M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-39.5M | — | ||
| Q3 25 | $74.9M | — | ||
| Q2 25 | $-73.4M | — | ||
| Q1 25 | $183.2M | — | ||
| Q4 24 | $-83.3M | — | ||
| Q3 24 | $44.7M | — | ||
| Q2 24 | $-22.9M | — | ||
| Q1 24 | $289.5M | — |
| Q4 25 | $-56.3M | — | ||
| Q3 25 | $53.4M | — | ||
| Q2 25 | $-95.3M | — | ||
| Q1 25 | $160.7M | — | ||
| Q4 24 | $-105.4M | — | ||
| Q3 24 | $24.3M | — | ||
| Q2 24 | $-44.0M | — | ||
| Q1 24 | $267.8M | — |
| Q4 25 | -7.1% | — | ||
| Q3 25 | 6.9% | — | ||
| Q2 25 | -14.7% | — | ||
| Q1 25 | 17.2% | — | ||
| Q4 24 | -14.3% | — | ||
| Q3 24 | 3.3% | — | ||
| Q2 24 | -7.4% | — | ||
| Q1 24 | 30.1% | — |
| Q4 25 | 2.1% | — | ||
| Q3 25 | 2.8% | — | ||
| Q2 25 | 3.4% | — | ||
| Q1 25 | 2.4% | — | ||
| Q4 24 | 3.0% | — | ||
| Q3 24 | 2.8% | — | ||
| Q2 24 | 3.6% | — | ||
| Q1 24 | 2.4% | — |
| Q4 25 | -1.54× | — | ||
| Q3 25 | 12.00× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 2.25× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | -1.76× | — | ||
| Q1 24 | 2.51× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
GES
| Products | $760.3M | 96% |
| Royalty | $31.1M | 4% |
GLBE
Segment breakdown not available.